Purchases and Sales Made in Q1 2022 in Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC INTER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
188+ 1.48% |
$15.2K - $16.4K
|
12.9K
$960K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
185+ 0.42% |
$15K - $16.1K
|
44.6K
$3.32M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
169+ 2.04% |
$13.7K - $14.7K
|
8.47K
$632K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
169+ 5.38% |
$13.7K - $14.7K
|
3.31K
$247K
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
151+ 1.42% |
$12.2K - $13.1K
|
10.8K
$806K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
150New |
$12.2K - $13.1K
|
150
$11.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
150+ 1.8% |
$12.2K - $13.1K
|
8.49K
$633K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
150+ 5.59% |
$12.2K - $13.1K
|
2.84K
$211K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
141+ 1.0% |
$11.4K - $12.3K
|
14.3K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
139+ 4.72% |
$11.3K - $12.1K
|
3.08K
$230K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
138+ 0.62% |
$11.2K - $12K
|
22.3K
$1.66M
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
137New |
$11.1K - $11.9K
|
137
$10.2K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
136+ 1.31% |
$11K - $11.8K
|
10.5K
$785K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
136+ 1.41% |
$11K - $11.8K
|
9.78K
$729K
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
135New |
$10.9K - $11.8K
|
135
$10.1K
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
130+ 0.47% |
$10.5K - $11.3K
|
27.9K
$2.08M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
116+ 1.38% |
$9.4K - $10.1K
|
8.54K
$637K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 3.82% |
$9.32K - $10K
|
3.13K
$233K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
112+ 2.53% |
$9.08K - $9.75K
|
4.53K
$338K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
112+ 0.55% |
$9.08K - $9.75K
|
20.4K
$1.52M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
112+ 1.36% |
$9.08K - $9.75K
|
8.37K
$624K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
109+ 2.38% |
$8.83K - $9.49K
|
4.68K
$349K
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
105+ 2.91% |
$8.51K - $9.14K
|
3.72K
$277K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
102+ 0.09% |
$8.27K - $8.88K
|
118K
$8.77M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
82+ 0.28% |
$6.64K - $7.14K
|
29.3K
$2.18M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
77+ 8.71% |
$6.24K - $6.7K
|
961
$71.6K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
72+ 1.24% |
$5.83K - $6.27K
|
5.9K
$440K
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
70+ 1.96% |
$5.67K - $6.09K
|
3.64K
$271K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
70+ 0.54% |
$5.67K - $6.09K
|
13K
$970K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
65+ 1.62% |
$5.27K - $5.66K
|
4.09K
$305K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
59+ 1.24% |
$4.78K - $5.14K
|
4.81K
$359K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
54+ 33.75% |
$4.38K - $4.7K
|
214
$16K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
42+ 9.84% |
$3.4K - $3.66K
|
469
$35K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42+ 1.4% |
$3.4K - $3.66K
|
3.04K
$227K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
39+ 0.38% |
$3.16K - $3.4K
|
10.2K
$760K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$3K - $3.22K
|
37
$2.76K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 0.74% |
$2.76K - $2.96K
|
4.63K
$345K
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 1.0% |
$2.11K - $2.26K
|
2.64K
$197K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
24+ 0.16% |
$1.94K - $2.09K
|
15.3K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
21+ 0.07% |
$1.7K - $1.83K
|
28.1K
$2.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 28.99% |
$1.62K - $1.74K
|
89
$6.63K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
19+ 4.94% |
$1.54K - $1.65K
|
404
$30.1K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.21% |
$1.38K - $1.48K
|
8.3K
$619K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16+ 0.12% |
$1.3K - $1.39K
|
13.7K
$1.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15+ 17.65% |
$1.22K - $1.31K
|
100
$7.46K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.72% |
$1.22K - $1.31K
|
2.09K
$156K
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
14+ 0.33% |
$1.13K - $1.22K
|
4.32K
$322K
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
11+ 0.43% |
$891 - $958
|
2.56K
$191K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11+ 0.24% |
$891 - $958
|
4.68K
$349K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 14.29% |
$810 - $871
|
80
$5.96K
|